M&G Optimal Income Fund Sterling PP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | 3.14 | 2.87 | -10.38 | 13.67 | -1.25 | |||
+/- Category | -0.65 | 0.45 | -0.11 | 6.44 | -1.06 | |||
+/- Category Index | -2.43 | 3.18 | 2.87 | 7.70 | -0.23 | |||
% Rank in Category | 55 | 36 | 43 | 1 | 82 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | -0.17 | -0.02 |
1 Week | 0.49 | 0.12 | 0.20 |
1 Month | 2.29 | 0.16 | 0.87 |
3 Months | 1.47 | -0.71 | -0.05 |
6 Months | 5.73 | 0.48 | 1.58 |
YTD | 0.64 | -0.78 | 0.17 |
1 Year | 10.02 | 3.47 | 5.71 |
3 Years Annualised | 1.17 | 1.12 | 3.08 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 0-20% Equity | |||
Category Index: Morningstar UK Cau Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.81 | - | - | - |
2023 | 3.24 | 0.52 | 1.49 | 7.93 |
2022 | -4.67 | -7.37 | -4.43 | 6.18 |
2021 | 1.68 | 1.28 | 0.52 | -0.62 |
2020 | -10.76 | 7.98 | 1.97 | 4.97 |
2019 | - | - | - | 2.61 |
|
Advertisement |